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Mitchell Dean Simkins

Investment adviser representative at Farther
19 yearsExperience
1 stateRegistered in
$16BFirm assets
7 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

19 years in the industry.

  1. FartherNov 2023 to now
  2. Farther Finance AdvisorsNov 2023 to now
  3. Goldman Sachs Personal Financial ManagementFeb 2019 to Nov 2023
  4. Miller Financial Inc.Dec 2007 to Aug 2020

Exams passed

  • Series 66 · Uniform Combined State Law2008

State registrations

Registered as an investment adviser representative in 1 state (UT).

Farther

Legal name: Farther Finance Advisors, LLC

$16BAssets managed
14,965Clients
331Advisers
7 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5416538
Firm CRD
302050
Advisor's SEC record (opens in a new tab)
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